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IWP

Insight Wealth Partners Portfolio holdings

AUM $713M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
-0.9%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$224M
Cap. Flow
+$221M
Cap. Flow %
30.28%
Top 10 Hldgs %
86.15%
Holding
104
New
4
Increased
45
Reduced
35
Closed
9

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$862K
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$692K
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$520K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$517K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$424K

Top Sells

Rank Stock Value
1
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$1.69M
2
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.3M
3
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.29M
4
MSFT icon
Microsoft
MSFT
+$797K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$660K

Sector Composition

Rank Sector Weight
1 Technology 1.85%
2 Consumer Discretionary 0.59%
3 Energy 0.47%
4 Industrials 0.29%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.5T
$2.22M 0.3%
10,131
-980
-9% -$200K
LQDB icon
27
iShares BBB Rated Corporate Bond ETF
LQDB
$59.3M
$2.18M 0.3%
25,651
+612
+2% +$52.9K
PHYS icon
28
Sprott Physical Gold
PHYS
$14.6B
$2.07M 0.28%
102,818
-24,783
-19% -$509K
AVGO icon
29
Broadcom
AVGO
$1.82T
$1.69M 0.23%
7,286
+27
+0.4% +$4.99K
TXN icon
30
Texas Instruments
TXN
$255B
$1.66M 0.23%
8,860
-498
-5% -$99.5K
AVUV icon
31
Avantis US Small Cap Value ETF
AVUV
$29.7B
$1.61M 0.22%
16,692
-36
-0.2% -$3.58K
SOXX icon
32
iShares Semiconductor ETF
SOXX
$44.2B
$1.59M 0.22%
7,382
+29
+0.4% +$6.47K
FANG icon
33
Diamondback Energy
FANG
$57.6B
$1.56M 0.21%
9,536
-3
-0% -$529
TACK icon
34
Fairlead Tactical Sector ETF
TACK
$290M
$1.42M 0.19%
51,843
-486
-0.9% -$13.7K
AVDV icon
35
Avantis International Small Cap Value ETF
AVDV
$18.9B
$1.37M 0.19%
21,112
+1
+0% +$67
COWZ icon
36
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$1.26M 0.17%
22,343
-213
-0.9% -$12.5K
VCSH icon
37
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.25M 0.17%
16,072
+1,288
+9% +$101K
SCHG icon
38
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$1.24M 0.17%
44,437
-5,267
-11% -$144K
MSFT icon
39
Microsoft
MSFT
$2.84T
$1.19M 0.16%
2,835
-1,870
-40% -$797K
CSCO icon
40
Cisco
CSCO
$450B
$1.03M 0.14%
17,329
-472
-3% -$27K
XOM icon
41
ExxonMobil
XOM
$651B
$985K 0.14%
9,161
-10
-0.1% -$1.17K
AIRR icon
42
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$982K 0.13%
12,749
+9
+0.1% +$718
WEA
43
Western Asset Premier Bond Fund
WEA
$123M
$956K 0.13%
88,764
+4,469
+5% +$49.4K
SCHD icon
44
Schwab US Dividend Equity ETF
SCHD
$102B
$888K 0.12%
32,492
-4,915
-13% -$140K
ACN icon
45
Accenture
ACN
$89.9B
$858K 0.12%
2,439
+13
+0.5% +$4.68K
GLD icon
46
SPDR Gold Trust
GLD
$131B
$826K 0.11%
3,413
+12
+0.4% +$2.95K
BSCQ icon
47
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.67B
$808K 0.11%
41,578
+5,029
+14% +$97.9K
BSJP
48
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$805K 0.11%
34,896
+1,338
+4% +$30.9K
PCAR icon
49
PACCAR
PCAR
$69.6B
$801K 0.11%
7,700
– –
RTX icon
50
RTX Corp
RTX
$287B
$772K 0.11%
6,669
– –
1
2
3 4 5

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TLP
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ACGDR
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AMPWP
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GEA
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Insight Wealth Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Insight Wealth Partners held 104 positions worth $730M, up 44% from $506M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Insight Wealth Partners deployed $221M of net new capital in Q4 2024, opening 4 new positions and adding to 45 existing holdings. Its largest new stake was iShares 1-5 Year Investment Grade Corporate Bond ETF: 5,036 shares worth $260K.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, down from 2.8% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was Direxion Daily S&P 500 Bull 3x ETF, an estimated $1.69M trimmed.

  • Insight Wealth Partners's largest Q4 2024 buy was iShares 1-5 Year Investment Grade Corporate Bond ETF: 5,036 shares worth $260K.
  • Insight Wealth Partners added most to Fidelity Total Bond ETF in Q4 2024, an estimated $862K increase.
  • Insight Wealth Partners's biggest Q4 2024 reduction was Direxion Daily S&P 500 Bull 3x ETF, cutting an estimated $1.69M.
  • Insight Wealth Partners fully exited Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2024, selling an estimated $660K.
  • Insight Wealth Partners's ten largest holdings make up 86% of its $730M portfolio in Q4 2024.
  • Insight Wealth Partners opened 4 new positions and closed 9 in Q4 2024.
  • Insight Wealth Partners's portfolio value rose 44% quarter-over-quarter to $730M.

Based on Insight Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.